Palumbo Wealth Management (PWM) offers wealth management and investment management services, including financial planning. PWM creates customized investment strategies based on client goals, risk tolerance, and financial situations. PWM may use mutual funds, exchange-traded funds (ETFs), individual equities, bonds, options, and private investments. PWM also provides retirement plan advisory services to plan sponsors.
Fee Structure
Palumbo Wealth Management's advisory fees range from 0.15% to 1.75% annually, based on factors like services offered, complexity, assets managed, and the overall client relationship. Fees are paid quarterly in advance, based on the market value of assets at the end of the prior quarter. Clients selecting standalone investment management may receive discounted fees. Fees may be negotiable.